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Comment Re:Vizzini (Score 1) 64

I think the end state of all this looks like game cartridges. If people could buy the weights of a frontier quality model in a high density, high speed ROM that ran locally plugged into an PCI-E or M.2 slot, all you would need then is a reasonably fast tensor processor with a little RAM for context. This is possible, and there is even a company (Taalas) with an early product. They have an online demo that is crazy fast.

You would buy one and use it for some time, probably years, and then discard it when the value of some newer version makes sense to you.

Comment Foundry business (Score 4, Interesting) 23

Not surprising. Tesla is its 5th generation (AI5) processor, currently manufactured by Samsung and TSMC. I suppose they imagine there are others that will want to use these for their own purposes. Musk is creating his own supply of chips for SpaceX at his TX Terafab. Having terrestrial customers to absorb some of the supply and provide revenue as that ramps up the obvious thing to do.

Comment Re:Wow (Score 2) 73

we're fucked

Perhaps not. There are Chinese fabs that can't make HBM, but can make DDR5. Corsair is now (as of about 2 weeks ago) selling modules with CXMT RAM. That's the first time one of the "major" RAM module manufacturers have turned to Chinese chips.

That may be the answer to the DDR5 shortage over the next year or so.

Comment Re:One thing I haven't read (Score 1) 231

Differently than common belief, the EV market in Europe is dominated by domestic companies like Volkswagen, Stellantis and Renault, with Tesla and Hyundai/Kia thrown in. Chinese manufactures recently reached a new high with 4.5 percent EV market share. And EV itself is about 25% of total market share. There is not much experience with Chinese EVs so far.

Comment Nice (Score 2) 28

Great. New fab in the West. It's just power stuff; silicon carbide FET and whatnot. Still, if concern for "sovereignty" is what it takes for bedroom community Europe to get off the dime, then good for them. Better than being industrial vassals of the US, China and Russia, which is where they've been heading. Feel free to make more "sovereign" fabs.

Comment Re: Bill Gates is so happy! (Score 1) 155

If the problem was being genetically dead, then why do we have demand for sperm and egg donations? Both are a warrant for at least one of the parents not to have the genes procreated. Same with adoptions. Apparently, feeling to be a parent is not directly linked with actual genetics. And so I doubt any claim that childless people are inherently unhappy because their genes are not carried on.

Comment Re:Disclaimer Isn't Shown (Score 5, Informative) 93

Here, we have to differentiate two things. First, what you can trust, and here i agree with you. And second, what you can claim. And just because I should not believe you in the first place, does not give you the right to claim false things about someone else.

You are still guilty of libel, and as the court decided, the false claims were not in the links, but hallucinated by the AI. And because Google coded the AI and operated the AI, its products are products of Google, and Google can not claim that they are just reporting about libelous claims as they could have argued with unredacted search results, they just linked to.

Comment Re:Why not let (Score 3, Interesting) 75

Apple has not the size to forego 400 million potential customers. And they can still sell iPhones without Siri in Europe. Hence, the shareholders will pressure Apple management to realize the revenue, even if that means not installing Siri on the devices.

Besides that, many companies operating in both North America and Europe want the same mobile devices on both sides of the pond, to streamline roll-out and control processes for the devices, and if they decided for Apple in the U.S., they will try to strong-arm Apple into selling law-compliant devices in Europe, by threatening to look for alternatives for North America too, so they can avoid doubling their IT structures.

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